# Portfolio overlap — AIHAX vs ACTIX

Comparing **Horizon Active Income Fund** (2026-02-28) and **Advisors Capital Tactical Fixed Income Fund** (2026-03-31).

- Shared positions: 2
- Horizon Active Income Fund covered by Advisors Capital Tactical Fixed Income Fund: 0.1834914929785492006657898444
- Advisors Capital Tactical Fixed Income Fund covered by Horizon Active Income Fund: 0.1834914929785492006657898444

## Horizon Active Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| iShares 5-10 Year Investment Grade Corporate Bond ETF | 0.182643 | ✓ |
| PIMCO MULTISECTOR BOND ACTV MUTUAL FUND | 0.163023 |  |
| State Street DoubleLine TR Tact ETF | 0.108060 |  |
| FRST AM-GV OB-X | 0.096211 |  |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 0.087325 |  |
| iShares 10+ Year Investment Grade Corporate Bond ETF | 0.083238 | ✓ |
| Janus Henderson Mortgage-Backed Securities ETF | 0.073264 |  |
| State Street SPDR Portfolio Short Term Corporate Bond ETF | 0.070735 |  |
| PIMCO Active Bond Exchange-Traded Fund | 0.045655 |  |
| ISHARES TIPS BOND ETF MUTUAL FUND | 0.045091 |  |
| SIMPLIFY MBS ETF | 0.044754 |  |

## Advisors Capital Tactical Fixed Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF | 0.199376 |  |
| iShares 10+ Year Investment Grade Corporate Bond ETF | 0.135815 | ✓ |
| iShares iBonds Dec 2031 Term Corporate ETF | 0.124826 |  |
| iShares 5-10 Year Investment Grade Corporate Bond ETF | 0.100254 | ✓ |
| iShares Broad USD Investment Grade Corporate Bond ETF | 0.099924 |  |
| VANGUARD INT-TERM CORPORATE MUTUAL FUND | 0.099205 |  |
| Invesco Variable Rate US Preferred Stock ETF | 0.099148 |  |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 0.074400 |  |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 0.049743 |  |
| MONEYMKT | 0.017309 |  |


## Sources

- N-PORT (fund A) — accession `0000894189-26-013891` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1643174/000089418926013891/0000894189-26-013891-index.htm>
- N-PORT (fund B) — accession `0001413042-26-000409` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1215880/000141304226000409/0001413042-26-000409-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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